Umapped has two different integrations with ClientBase:
The first step is to read below to figure out which one is right for you!
The most important difference to understand about these two integrations is:
The ClientBase Sync integration is synced to the TRAMS Central Database (your ResCard information), while the Invoice Import is NOT! This means that changes are automatically updated in your Umapped trip when you are using ClientBase Sync, but not when you are using the Invoice Import integration.
Let's compare these differences!
|FAQ||INVOICE IMPORT||CLIENTBASE SYNC|
How is Umapped connecting to my ResCard data?
|ResCard data is passively copied into your trip itineraries||Sync to TRAMS, therefore ResCard data is live in Umapped!|
What happens when there are changes to my ResCards?
|Changes must be manually adjusted in Umapped, or re-copied into Umapped||Changes are automatically updated in Umapped|
See below for which plan includes ClientBase Sync and ClientBase Invoice Import.
|INVOICE IMPORT||CLIENTBASE SYNC|
|TRAVEL PRO plan|